Plan Snapshot
- Plan Sponsor: Smartthings, INC.
- Sponsor EIN: 455180832
- Sponsor Address: 665 CLYDE AVE. BLDG. 1 STE. 501, MOUNTAIN VIEW, CA, 94043
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $43.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 242 | $43.6M | $1.2M | $4.2M |
| 2023 | 238 | $34.9M | $1.3M | $4.0M |
| 2022 | 241 | $24.7M | $1.1M | $3.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $65,161 | — | $65,161 |
| SILICON VALLEY RETIREMENT SERV | NONE | $28,465 | — | $28,465 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- SILICON VALLEY RETIREMENT SERV — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,626
- Estimated Expense Ratio: 0.215% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $93,726 | $49,867 | — | — | — |
| 2023 | $67,444 | $33,732 | — | — | — |
| 2022 | $59,136 | $19,265 | — | — | — |